UIA

Ulland Investment Advisors Portfolio holdings

AUM $131M
1-Year Est. Return 28.13%
This Quarter Est. Return
1 Year Est. Return
+28.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
-$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1 +$4.39M
2 +$1.66M
3 +$1.35M
4
KRBN icon
KraneShares Global Carbon Strategy ETF
KRBN
+$806K
5
SKY icon
Champion Homes
SKY
+$533K

Top Sells

1 +$6.21M
2 +$1.46M
3 +$1.4M
4
BKI
Black Knight, Inc. Common Stock
BKI
+$1.39M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.22M

Sector Composition

1 Communication Services 12.97%
2 Technology 12%
3 Financials 11.64%
4 Consumer Discretionary 11.38%
5 Healthcare 10.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$14K 0.01%
+75
177
$14K 0.01%
+110
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$14K 0.01%
110
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+81
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+51
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$13K 0.01%
300
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$13K 0.01%
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$12K 0.01%
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63
188
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$10K 0.01%
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$10K 0.01%
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200
$9K 0.01%
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